Talk to Your Female Clients Now About Social Security
By Marcia MantellThe majority of beneficiaries are women, and recent changes give advisors a good reason to reach out.
February 21, 2025
With Ban on Non-Competes in Limbo, Forfeiture Provisions Face Legal ScrutinyCourts and the Federal Trade Commission address limits that employers place on departing employees' options.
February 21, 2025
Debate: Should Income Restrictions on Roth IRA Contributions Be Eliminated?Taxpayers can use a “backdoor” strategy of funding a traditional IRA and converting those funds to a Roth.
February 20, 2025
What Trump’s Tax Policies Could Mean for ClientsSeveral proposals could affect planning priorities for the near and long term.
February 13, 2025
From Efficient to Enduring: The Keys to an Extraordinary Client ExperienceThere are three levels to master. First, figure out which level best describes your firm.
February 07, 2025
Debate: Does the U.S. Benefit From Trump’s Tariffs?If tariffs on Canada and Mexico become effective, a 25% levy will be imposed on virtually any product from these countries.
February 06, 2025
The Social Security and Medicare Consequences of 'Unretirement'It's critical that clients understand the financial repercussions of returning to work before they decide to unretire.
February 03, 2025
Crypto and Your Clients: New Funds, More Demand, Still Lots of RiskAs new crypto vehicles emerge and enthusiasm keeps growing, more advisors are adding digital assets to portfolios.